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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,800 | $77,638+54.3% | $156,551-23.5% | $62,881+90.5% |
| Participation rate | 92.8% | 71.2%+21.6pp | 84.0%+8.7pp | 69.3%+23.4pp |
| Annual return | 7.52% | 50.33%-42.8pp | 32.23%-24.7pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,449 | $3,444-57.9% | $5,501-73.7% | $2,281-36.5% |
| Participant deferral / active EE | $4,845 | $3,046+59.1% | $4,871-0.5% | $3,203+51.3% |
| Admin fee / account holder | $6,293 | $5,561+13.2% | $13,028-51.7% | $4,296+46.5% |